Accelerate Retirement fees and pricing
Financial planner in Aliso Viejo, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 8, 2026, Accelerate Retirement charges $150 an hour and a flat or project fee of $2,000-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Thereafter, clients may terminate the Financial Planning Agreement upon written notice and payment of $150 per hour for time spent by IAR in development of the Plan.”
- Flat or project fee
- $2,000-$100,000
“A flat fee may be charged ranging from $2,000 – $100,000 or more depending on the scope of the project and duration of services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Accelerate Retirement bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment management fees are collected quarterly in arrears.”
- “The initial fee will be prorated according to the number of days services were provided during the first calendar quarter.”
- “Fees are automatically deducted from the account pursuant to the advisory agreement and are not billed separately to Clients.”
How Accelerate Retirement’s fees compare
- Its hourly rate of $150 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.
- None of the 4 other planners in Aliso Viejo that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$100,000 spans the California median of $5,000. 98% of the 796 other California planners that publish a flat or project fee charge less.
- 3 of the 3 other planners in Aliso Viejo that publish a flat or project fee charge less.
About Accelerate Retirement
“Our Firm provides retirement plan consulting services to employer plan sponsors on an ongoing basis.”
- Firm size: 40 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 482
- Employees
- 40
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $315,370,800
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325859
- Phone
- (888) 439-7071
Can advise clients in 25 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Louisiana, Massachusetts, Maryland, Michigan, Mississippi, North Carolina, New Jersey, New Mexico, Nevada, New York, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington
Other planners in Aliso Viejo that publish fees
- Challenger Wealth ManagementAliso Viejo$1,500
- Claraphi Advisory Network, LLCAliso Viejo$100-$800/hr, $2,000-$25,000
- Eden FinancialAliso Viejo$300/hr, $300-$4,000
- Truly Unbiased LLCAliso Viejo$250/hr, $1,500-$3,000/mo
- Wealthspire Retirement AdvisoryAliso Viejo$550/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.